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Petredis Investment Advisors’s Chevron CVX Stock Holding History

Petredis Investment Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.86M Sell
35,358
-28
-0.1% -$5.21K 0.39% 51
2026
Q1 		$7.32M Sell
35,386
-257
-0.7% -$46.9K 0.6% 40
2025
Q4 		$5.43M Sell
35,643
-399
-1% -$60.8K 0.43% 46
2025
Q3 		$5.6M Sell
36,042
-197
-0.5% -$30.5K 0.45% 44
2025
Q2 		$5.19M Sell
36,239
-128
-0.4% -$18K 0.45% 49
2025
Q1 		$6.08M Sell
36,367
-21,014
-37% -$3.29M 0.64% 35
2024
Q4 		$8.31M Sell
57,381
-1,210
-2% -$185K 0.86% 26
2024
Q3 		$8.63M Sell
58,591
-115
-0.2% -$17.1K 0.92% 26
2024
Q2 		$9.18M Sell
58,706
-163
-0.3% -$26K 1.03% 24
2024
Q1 		$9.29M Buy
58,869
+1,851
+3% +$279K 1.11% 22
2023
Q4 		$8.5M Sell
57,018
-1,993
-3% -$301K 1.12% 21
2023
Q3 		$9.95M Buy
59,011
+299
+0.5% +$48.3K 1.42% 16
2023
Q2 		$9.24M Sell
58,712
-133
-0.2% -$21.3K 1.27% 18
2023
Q1 		$9.6M Buy
58,845
+950
+2% +$159K 1.5% 16
2022
Q4 		$10.4M Buy
+57,895
New +$10.1M 1.89% 13

Other funds holding CVX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Petredis Investment Advisors's CVX Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Chevron (CVX) stake by 0.08% in Q2 2026, selling an estimated $5.21K and leaving 35,358 shares worth $5.86M. The position accounts for 0.39% of the portfolio, ranked #51.

Petredis Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q4 2022. 877 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

  • Petredis Investment Advisors held 35,358 shares of Chevron worth $5.86M as of Q2 2026.
  • Petredis Investment Advisors sold 28 Chevron shares in Q2 2026, an estimated $5.21K.
  • Chevron made up 0.39% of Petredis Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Petredis Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Chevron position peaked at $10.4M in Q4 2022.
  • 877 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.